Transformers demand update - TRIL

TRIL results dissappointed

With historically strong order books in hand,  such low volume business was not expected giving excuse of overhead costs absorption.  Company was busy in third party exports sales and diverted from their own dispatches.  Expecting gap down or LC series.

Order book in hand w.e.f. 1st November 2017 is 833 Crores ₹ where full year sales FY2017  was 802.24 Crores ₹.  So it clearly indicates operations issue. But still have faith that if orders executed on time,  will see a big leap in FY2018 results



Happy Investing 

Navin Fluorine - Value pick

Last closing price at around 700
Strong uptrending share,  right now at bottom of channel as can be seen on chart.

It's on good support  even for Positional traders and can be bought at CMP with SL just below 100 MA of 679 and target of new 52 week high.  

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It's a good pick also for investors.  Following are few trigger points for investors to keep Navin Fluorine in their portfolio 

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1) See the Debt reduction pattern.  It's on continuous declining trend suggesting companies strong growth path. 

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2) Sudden jump in Fixed Assets figures indicating some investment on company for expansion

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3) Even Cash flow suggests companies investment in FY2017 and it also indicates strong growth in cash flow from operations. Generally such growth happens when payment cycle or income realization time reduces.  For your information,  first line a over suggests cash flow from operations,  i.e. Their main business or say by selling products.  Second line indicates cash flow from investing.  It's showing - 159.29 Crores indicating companies investment.  Negative sign indicates outflow of cash.  

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Also,  If we see the trend in Ratios,  all are on increasing trend.  Check following ratios for your references.  Trend in ROE, ROA,  ROCE and interest cover.  And you will observe how this company is fairing well in all parameters. About this ratios,  we will cover separately about the importance of it.  I am not giving this ratios here to spoon feed readers.  Most of the screenshots are presented here.  For remaining,  terms are mentioned,  investors just needs to take efforts to check those trends by either manually calculating or any websites giving readymade data.  

Remember,  Learn to Fish yourself.  That's the key to be successful investor 

Happy Investing 💸💸💸💸💸💸💸

Latest Theme - Transformers in demand

There is a sudden spike in demand for Transformers.  Expecting all Transformer companies to deliver awesome results this Quarter on account of this sudden jump in Order books of all Transformer manufacturers.  Order book value is at all time high for few.

Companies to look for
1) TRIL (31.75₹) sleeping tiger
2) IMP Power (105₹) already big Breakout
3) Bharat Bijlee (1000₹) sleeping tiger
4) Voltamp (1148.05₹)


Short term traders can look at Bharat Bijlee and TRIL


Investors can look at Voltamp.  Voltamp right now is at sweet spot and very small downside potential from here, as it's on strong 200Moving Average Support.
Fundamentally it has decent ratios among its peers.  Top of it,  Voltamp is debt free. For order books,  Highest beneficiaries are Bharat Bijlee and TRIL.  Voltamp may show subdued results this FY2018. Hence its low momentum in share price makes it unattractive for traders too.